How to Manage Payment Methods Displayed with Stripe Integration

How to Manage Payment Methods Displayed with Stripe Integration

July 31, 20242 min read

This article will guide you through managing payment methods in ServiceName. This feature allows you to dynamically display various payment methods if you have connected Stripe as your default payment provider. This guide will walk you through the steps to turn on/off specific payment methods according to your needs.

Overview of Supported Payment Methods

As of today, ServiceName supports the following payment methods:

  • Cards

  • Apple Pay

  • Google Pay

  • ACH Direct Debit

  • Affirm

  • Klarna

  • AfterPay

  • Bancontact

  • Ideal

  • Sepa Direct Debit

Importance of Configurations

Using different configurations with Stripe, you can display payment methods across various channels. This helps in managing payment flexibility and ensuring the best customer experience.

Navigating Stripe to Manage Payment Methods

To turn on/off specific payment methods, sub-account users need to navigate to their Stripe dashboard. Here’s how:

  1. Access Stripe Dashboard: Log in to your Stripe account.

  2. Navigate to Settings: Go to Settings.

  3. Select Connect: Click on Connect.

  4. Choose Payment Methods: Select Payment methods.

  5. View Account: Go to Your account to see the list of payment methods activated by ServiceName.

Important: Ensure you select ServiceName configurations in the dropdown menu since your Stripe account might be connected to multiple platforms.

Refer to the image below for a visual guide.

Configurations Available with ServiceName

There are four main configurations available to manage payment methods for different channels:

  1. Invoice:

    • Use Case: One-time invoices or recurring invoices with auto payments turned off, and Text2Pay links.

    • Default Payment Methods: Cards, Apple Pay, Google Pay, ACH Direct Debit, Affirm, Klarna, AfterPay.

  2. InvoiceWithAutopayment:

    • Use Case: Recurring invoices with auto-payments enabled.

    • Default Payment Methods: Cards, Apple Pay, Google Pay, ACH Direct Debit.

  3. Store:

    • Use Case: Payment methods for online stores on websites.

    • Default Payment Methods: Cards, Apple Pay, Google Pay, Affirm, Klarna, AfterPay.

  4. Default:

    • Use Case: Used for 1-step and 2-step order forms, payment links, memberships, and communities.

    • Default Payment Methods: Cards, Apple Pay, Google Pay.

Step-by-Step Guide to Turn On/Off Payment Methods

  1. Select Configuration:

    • Navigate to the configuration you wish to modify (Invoice, InvoiceWithAutopayment, Store, Default).

  2. Choose Payment Method:

    • Identify the payment method you want to turn on or off.

  3. Turn On/Off:

    • Use the provided toggle to enable or disable the selected payment method.

Note: Some payment methods may appear as blocked since they are yet to be enabled on our end to support in all connected accounts.

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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